Strategic Wealth & Income Fund, LLC
Amendment
CIK: 0001457315·Other Real Estate·DELAWARE·Filed: May 13, 2010
Total Offering
$700,000,000
Amount Sold
$11,598,659
Investors
173
First Sale
Feb 25, 2009
Offering Details
- Type
- Equity, Debt, Pooled Investment Fund
- Exemptions
- Rule 506, Section 3(c), Section 3(c)(5)
- Entity Type
- Limited Liability Company
- Year Incorporated
- 2007
- Non-Accredited Investors
- No
Related Persons
| Name | Role |
|---|---|
| SWI Management, LLC SWI Management, LLC | Related Person |
| Shane Albers | Related Person |
| Will Meris | Related Person |
| Steven Darak | Related Person |
| Ann McCartney | Related Person |
| Brian Peterson | Related Person |
| Terri Guske | Related Person |
Company
Strategic Wealth & Income Fund, LLC
4900 NORTH SCOTTSDALE ROAD, SUITE 5000
SCOTTSDALE, AZ, 85251
(480) 840-8400
SEC Filing
0001457315-10-000005
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